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Annexure III IndividualAffidavitstobegivenbyALLtheLegalHeirs

This document contains an affidavit to be signed by all legal heirs of a deceased sole unit holder or joint unit holders of a mutual fund account where no nomination was registered. The affidavit states that the deceased held specific mutual fund units and that the signatories are the sole surviving legal heirs based on a Succession Certificate, Legal Heirship Certificate, or Probated Will. It also notes if any of the legal heirs are minors, and confirms that the legal heirs are entitled to rights and benefits of the mutual fund units. The affidavit needs to be notarized.

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407 views1 page

Annexure III IndividualAffidavitstobegivenbyALLtheLegalHeirs

This document contains an affidavit to be signed by all legal heirs of a deceased sole unit holder or joint unit holders of a mutual fund account where no nomination was registered. The affidavit states that the deceased held specific mutual fund units and that the signatories are the sole surviving legal heirs based on a Succession Certificate, Legal Heirship Certificate, or Probated Will. It also notes if any of the legal heirs are minors, and confirms that the legal heirs are entitled to rights and benefits of the mutual fund units. The affidavit needs to be notarized.

Uploaded by

amitkkamble
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Individual Affidavits to be given by ALL the Legal Heirs

Annexure III
(For Transmission of Units on death of Sole Unit Holder / all Unit Holders in case of joint holding,
where NO NOMINATION has been registered)
Each Deponent (legal heir) shall sign separate Affidavits.

I, __________________________________________________________#
son / daughter of ________________________________________________________________________________________________________________
residing at _____________________________________________________________________________________________________________________
do hereby solemnly affirm and state on oath as follows.

That Mr./Mrs. ________________________________________________________________________________________________________________@


(“the deceased Unitholder”) held the following units in _________________________________________________Mutual Fund in his / her name as
single holder / joint holder:

Scheme Name Folio No. No. of


units held
1)

2)

3)

 That the aforesaid deceased Unitholder(s) died intestate leaving behind him/her, the following persons as the only surviving heirs as per the Succession
Certificate* / Legal Heirship Certificate* dated _______________ / according to the Law of Intestate Succession by which he/she was governed at the time
of his/her death and without registering any nominee. *

OR

 That the aforesaid deceased Unitholder died testate, leaving behind him/her, the following persons as the legatees as per the Probated Will dated
________ and without registering any nominee. *

A notarised copy of the Succession Certificate* / Legal Heirship Certificate* / Probated Will is attached herewith.

Name of the Claimant/s Address Age Relation with


the Deceased
1)

2)

3)

That among the aforesaid legal heirs, Master / Kum. ___________________________________________________________________________ aged
_____ years is a minor and is being represented by Mr./Ms. ____________________________________________________________________________ $
being his / her father / mother / legal guardian.

I also indemnify the _________________ Mutual Fund and its AMC and authorized Registrar through a separate Indemnity letter with third party Sureties.

Signature of the Deponent: X________________________________________________________

VERIFICATION

I hereby solemnly affirm and state that what is stated herein above is true and correct. The original Death Certificate or original attested copy of the death
certificate and nothing has been concealed therein and that we are competent to contract and entitled to rights and benefits of the abovementioned mutual fund units
of the deceased.

Solemnly affirmed at Signature of the Deponent: X________________________________________________

Signed before me

Place: __________________________
Date : ___________________________

X --------------------------------------------------
Signature of Notary with Official Seal of Notary& Regn. No.

* strikeout whichever is not applicable


# = Name of the legal heir @ = Name of the deceased unit holder $ Name of the Guardian

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